Apple, a major Qualcomm customer, said last week that iPhone 12 sales were limited by the availability of certain components.
by Alberto Annicchiarico
News from Apple, for the Mac comes the new M1 processor
Apple, a major Qualcomm customer, said last week that iPhone 12 sales were limited by the availability of certain components.
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This time the alarm comes directly from an industry giant, Qualcomm, who warns that the global crisis in semiconductor manufacturing is deepening. Like most chip makers, Qualcomm outsources companies like Taiwan Semiconductor Manufacturing (the world’s largest) and Samsung. These suppliers are unable to cope with a strong rebound in demand. The auto industry has been complaining about this recently, but new statements from the San Diego company show that the problems run deeper. The issue will be an important part of the talks that Ms. Taiwanese economy minister will have with US government officials tomorrow Wang Meihua.
Wang admitted that the so-called chip shortage has a “big impact” on a global scale but also added that a democratic government cannot interfere with the activities of private companies. However, according to rumors from Taiwanese political circles, the meeting could even have as its object the possibility of exchanging car chips for anti-Covid vaccines, which have yet to start arriving on the island. Vaccine supplies are under pressure all over the world, as we know.
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When the Covid-19 pandemic first hit in early 2020, chip orders plummeted. But remote work and learning have spurred the demand for computers, while car buying has increased as people avoid public transportation. Qualcomm’s next CEO, Cristiano Amon explained that orders for chips for computers, cars and many other Internet-connected devices are overwhelming the industry, which, in fact, is mainly based on a handful of factories in Asia. The offer is expected to improve in the second half of 2021, he added.
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Apple, a major Qualcomm customer, said last week that iPhone 12 sales have been held back by the availability of certain components. On Wednesday, General Motors warned that a global semiconductor shortage will cut production this year as the automaker expects downtime at three plants.
Qualcomm is the largest manufacturer of chips that connect smartphones to wireless networks and also supplies processors (the famous Snapdragon), the main unit of these devices. With customers including Apple and Samsung, the company’s projections are a carefully monitored indicator of the health of the mobile phone market. In the first fiscal quarter, Qualcomm said revenue was 8.24 billion, a 62% gain over the previous year. Analysts, on average, had expected 8.25 billion. Net income was $ 2.12 per share, compared to Wall Street’s average estimate of $ 2.09.